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BOOK

SCHEDULE A CONSULTATION 

The consultation serves as the starting point for all services.

During the consultation we review your situation, discuss your goals, and determine the most appropriate level of support.

Before the consultation begins, clients complete a short intake form describing their needs.

This information allows the consultation to remain focused and productive.

CLIENT BASIC INFORMATION

Preferred Contact Method

SERVICE DIRECTION (POSITIONING)

What Type Of Support Are You Seeking?

CURRENT SITUATION (DEEP INPUT)

DESIRED RESULT (OUTCOME CLARITY)

URGENCY + CONSEQUENCES (HIGH-CONVERSION TRIGGER)

DECISION AUTHORITY

Are You The Decision-maker For Moving Forward With Services?
Yes
No
Shared decision

FINANCIAL READINESS (POSITIONING FILTER)

If A Structured Solution Is Identified, Are You Prepared To Invest In Professional Support?
Yes, I am ready
Possibly, depending on structure
Not at this time

 TIMELINE (UPGRADED)

How Soon Are You Looking To Move Forward?
Immediately
Within 2 weeks
Within 30 days
Exploring options

SOURCE + INTENT

How Soon Are You Looking To Move How Did You Hear About Mafany & Associates?
Referral
Online Search
Social Media
Other
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